Director, Financial Operations

Summary

Join Care Access as the Director of Financial Operations, a strategic leadership role overseeing and optimizing core financial processes. You will lead all aspects of financial operations, including Accounts Payable (AP), Accounts Receivable (AR), and Revenue Operations. This position ensures alignment with business objectives, regulatory compliance, and financial integrity. You will partner with executive leadership and cross-functional stakeholders to deliver robust financial systems and data-driven insights. The role involves building and mentoring a team of financial operations professionals. Success in this role requires expertise in financial operations, operational systems and automation, cash flow management, and leadership.

Requirements

• Financial Operations Expertise
• Deep understanding of Accounts Payable (AP), Accounts Receivable (AR), and Revenue Operations, including billing, collections, disbursements, and revenue recognition principles
• Proven experience designing and managing scalable financial workflows, including process documentation, internal controls, and compliance protocols
• Operational Systems and Automation
• Proficient in leveraging ERP platforms (e.g., NetSuite, SAP, Oracle) to drive operational efficiency, reporting, and integration across departments
• Familiarity with financial automation tools, billing systems, and workflow platforms to improve accuracy, reduce manual tasks, and support growth
• Cash Flow and Working Capital Management
• Strong command of cash flow forecasting, working capital optimization, and best practices for managing payment cycles and collections
• Ability to balance liquidity needs with operational demands and vendor/customer relationship considerations
• Leadership and People Management
• Demonstrated success in building and leading high-performing teams, with a focus on empowerment, accountability, and professional growth
• Skilled in resource planning, goal setting, and performance management to drive alignment and efficiency
• Cross-Functional Collaboration
• Strong ability to partner with internal teams including Sales, Procurement, Legal, and Accounting to ensure financial operations are aligned with business goals and contractual obligations
• Experienced in leading cross-functional initiatives that require operational insight, change management, and clear communication
• Analytical and Process-Oriented Thinking
• Exceptional analytical skills to assess financial performance, identify trends, and make data-driven decisions
• Process-minded with a passion for continuous improvement, capable of identifying operational bottlenecks and implementing sustainable solutions
• Communication and Influence
• Excellent communication skills, with the ability to present operational insights to executive leadership and articulate complex processes clearly to non-financial stakeholders
• Strong business acumen and the ability to influence strategic decisions by translating operational metrics into organizational impact
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 8 years of progressive experience in financial operations, including 3–5 years in a leadership role overseeing Accounts Payable (AP), Accounts Receivable (AR), and/or Revenue Operations
• Demonstrated expertise in managing transactional finance functions, including billing, collections, cash application, AP, and AR
• Strong understanding of financial operations processes, internal controls, compliance requirements, and policy implementation
• Hands-on experience with ERP systems such as NetSuite, SAP, Workday, or Oracle, and tools supporting billing, collections, or process automation
• Proven ability to lead and develop high-performing teams, manage workloads, and foster a culture of continuous improvement
• Exceptional analytical, organizational, and problem-solving skills with a focus on operational accuracy and efficiency
• Excellent communication and collaboration abilities, with experience working cross-functionally across Finance, Sales, Procurement, and IT

Responsibilities

• Oversee and Optimize Financial Transactional Operations (AP, AR, Revenue)
• Oversee the full lifecycle of AP, AR, and Revenue processes to ensure accurate billing, timely collections, proper disbursements, and compliant revenue recognition
• Drive efficiency and accuracy across invoicing, collections, payment processing, and revenue workflows through system enhancements and policy enforcement
• Drive Process Improvement and Financial Automation
• Lead initiatives to streamline financial operations using ERP tools and automation, reducing manual effort and minimizing errors
• Identify and implement best practices to improve workflow efficiency and scalability across transactional functions
• Manage and Enhance Financial Systems and Reporting
• Manage and optimize financial systems to support real-time visibility and robust reporting on operational performance and cash flow
• Ensure accurate data capture and financial integration across systems to support month-end close and audits
• Lead and Develop and train the Financial Operations Team
• Build, lead, and mentor a team of financial operations professionals with clear goals, accountability, and career development pathways
• Foster a culture of collaboration, ownership, and continuous improvement within the team
• Collaborate Across Functions to Align Financial Process
• Serve as the key liaison between Finance and departments such as Sales, Legal, Supply Chain, and Operations to align financial processes with business activities
• Partner with Accounting and FP&A teams to ensure seamless integration between operational finance and broader financial planning

Preferred Qualifications

• Proven track record in a senior financial operations leadership role, with direct accountability for Accounts Payable, Accounts Receivable, and/or Revenue operations
• Demonstrated success in building and scaling financial operations within high-growth or dynamic environments
• Experience leading ERP system implementations or major financial technology upgrades, with a focus on automation and cross-functional integration
• Familiarity with global operational finance, including centralized/shared service models, global payment structures, and cross-border transaction workflows
• Experience implementing or optimizing a Purchase Order (PO) process, ensuring alignment with procurement, budget controls, and financial reporting
• Deep knowledge of end-to-end order-to-cash and procure-to-pay processes, including internal controls, performance metrics, and policy development
• Exposure to M&A activities, including operational due diligence, post-acquisition integration, or financial process harmonization
• Comfortable working in data-rich environments, with the ability to lead teams in analytics, reporting, and KPI development to support decision-making
• Certified Public Accountant (CPA) preferred, candidates with significant experience in financial operations leadership will be considered without certification

Benefits

• This role requires 100% of work to be performed in a remote office environment and requires the ability to use keyboards and other computer equipment
• This is a remote position with less than 10% travel requirements